AssetMark Inc’s California Resources CRC Stock Holding History

AssetMark Inc’s Portfolio CRC Stock Details CRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.08K	Buy	115 +43	+60%	+$2.65K	﹤0.01%	2626
2026 Q1	$4.98K	Buy	72 +12	+20%	+$679	﹤0.01%	2572
2025 Q4	$2.68K	Buy	60 +6	+11%	+$285	﹤0.01%	2686
2025 Q3	$2.87K	Buy	54 +27	+100%	+$1.35K	﹤0.01%	2523
2025 Q2	$1.23K	Buy	+27	New	+$1.1K	﹤0.01%	2561
2023 Q4	–	Sell	-2,525	Closed	-$141K	–	1860
2023 Q3	$141K	Buy	2,525 +353	+16%	+$18.8K	﹤0.01%	930
2023 Q2	$98.4K	Buy	2,172 +390	+22%	+$15.8K	﹤0.01%	951
2023 Q1	$68.6K	Buy	1,782 +606	+52%	+$25.1K	﹤0.01%	965
2022 Q4	$51.2K	Buy	1,176 +200	+20%	+$8.76K	﹤0.01%	1032
2022 Q3	$38K	Buy	976 +284	+41%	+$12.3K	﹤0.01%	1000
2022 Q2	$27K	Buy	692 +457	+194%	+$19.6K	﹤0.01%	1057
2022 Q1	$11K	Buy	+235	New	+$10.1K	﹤0.01%	1171

Other funds holding CRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

GDS

Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

AssetMark Inc's CRC Position: Q2 2026 in Review

AssetMark Inc increased its California Resources (CRC) stake by 60% in Q2 2026, buying an estimated $2.65K and bringing the position to 115 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

AssetMark Inc first reported a position in CRC in Q1 2022 and has held it in 12 quarters since. The position peaked at $141K in Q3 2023. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

AssetMark Inc held 115 shares of California Resources worth $6.08K as of Q2 2026.
AssetMark Inc bought 43 California Resources shares in Q2 2026, an estimated $2.65K.
California Resources made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2626 holding.
AssetMark Inc first reported a position in California Resources in Q1 2022 and has held it in 12 quarters since.
AssetMark Inc's California Resources position peaked at $141K in Q3 2023.
363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.